A clear recovery economic and earnings is finally visible and growth is at an inflexion point, says Ridham Desai, Head of Equity Research & India Equity Strategist at Morgan Stanley.
31 May 2016, 8.57 am | Source: CNBC-TV18
Fundamentals in the G7 markets are growing weaker and corporate earnings are likely to be down by 5-10 percent across these markets. This will improve the relative ranking of the Indian market, says Christopher Palmer, Founder and...
26 May 2016, 6.00 pm | Source: CNBC-TV18
In an interview to Mint newspaper, Jayant Sinha, Minister of State for Finance said the government was confident of getting GST passed in the first week of the monsoon session. But CLSA feels the government will not find it easy p...
23 May 2016, 10.23 am | Source: Moneycontrol.com
Earnings have started to bottom out only now, while banks are still reeling under NPA pressure, pushing away the multiplier effect for markets, says Andrew Holland, CEO, Ambit Investment Advisors.
23 May 2016, 10.12 am | Source: CNBC-TV18
Hartmut Issel of UBS maintained his earlier stance on two Fed rate hikes. He expects the first one to come as early as June. The second hike will come in December, he added.
20 May 2016, 12.05 pm | Source: CNBC-TV18
Geoffrey Dennis of UBS believes the Fed is likely to hike only by September and then later on in December.
20 May 2016, 8.34 am | Source: CNBC-TV18
Investors globally are becoming more cautious and cash levels are rising, says Manish Kabra, Vice President - European Equity and Quant Strategy, Bank of America Merrill Lynch Global Research.
19 May 2016, 3.26 pm | Source: CNBC-TV18
The BJP-led government at the Centre will be able to pass the GST in the Upper House even without the support of the Congress and the Left parties, says Gautam Chhaochharia of UBS.
19 May 2016, 8.55 am | Source: CNBC-TV18
"Although a low base would help earnings growth reach double digits from September 2017, risk of further downgrades to consensus earnings estimates remains high, Mahesh Nandurkar of CLSA says.
19 May 2016, 8.14 am | Source: CNBC-TV18
Marc Faber, the investment guru based out of Thailand, is positive about the Indian stock market, which had peaked last year. There was a dip to 23000 in January and now the market has rebounded to over 25000.
18 May 2016, 10.46 am | Source: CNBC-TV18
For the past 18 months there has been no indication of a new longer term money either on the buy or sell side, said James Dalton in an interview to CNBC-TV18.
18 May 2016, 9.24 am | Source: CNBC-TV18
The Nifty has rallied around 1000 points from the lows seen in early March, but has been struggling to top 8000 in the absence of follow up buying. CLSA sees further downside to estimates to consensus in corporate banks, autos, FM...
17 May 2016, 10.11 am | Source: Moneycontrol.com
HSBC has changed its rating on India from underweight to neutral owing to high public salary and expectation of good monsoon, says Devendra Joshi of HSBC.
17 May 2016, 9.47 am | Source: CNBC-TV18
Overall, if the exit polls are accurate, then the state election results could marginally improve the BJP’s seat tally in the Upper House, but the government will need to continue to build a consensus to push through legislative...
17 May 2016, 9.05 am | Source: Moneycontrol.com
In sectoral ratings, HSBC has upgraded IT to overweight citing realistic earnings expectations and reasonable valuations and upgraded industrials (capital goods, engineering) to neutral, citing signs of recovery
16 May 2016, 10.07 am | Source: Moneycontrol.com
With core profitability weak, state-owned banks have been unable to absorb credit costs and losses in the past 2 quarters have accounted for 12 percent of networth, says Credit Suisse
16 May 2016, 9.51 am | Source: Moneycontrol.com
Key short-term support is seen at 7,661-7,700 provided by the 50- day moving average, writes CLSA technical analyst Laurence Balanco
16 May 2016, 9.24 am | Source: Moneycontrol.com
We like Bharti Infratel for expected mobile data usage growth. Two large cap underperform names with high daily liquidity are BHEL and GAIL, says Sanjay Mookim of BofA ML.
13 May 2016, 8.19 am | Source: CNBC-TV18
Experts feel instruments such as participatory notes, which allow foreign investors to skip registration with Sebi to invest in India, may take a hit and that the regular route of investments was too cumbersome for FIIs
12 May 2016, 12.42 pm | Source: CNBC-TV18
The ongoing oil rally and an abatement in US dollar strength have bode well for emerging market flows and the rally is unlikely to continue, says Ben Luk of JP Morgan AMC.
12 May 2016, 12.14 pm | Source: CNBC-TV18
Even as some green shoots may have cropped up, a broad-based economic recovery is yet to set in in the Indian economy, says Pramod Gubbi, Director - Institutional Sales, Ambit Singapore.
12 May 2016, 10.46 am | Source: CNBC-TV18
Our India strategists believe that FY16 may have been the last year of capex declines. Potentially favourable monsoons this year and additional spend in the economy by way of pay commission awards may add to the recovery later thi...
12 May 2016, 8.20 am | Source: CNBC-TV18
Claiming that "India had lost face" globally due its taxation policy, Nandita Parker, Managing Partner of Karma Capital, attacked the amendment of the Mauritius agreement, saying it was an impediment to foreign investment.
11 May 2016, 12.43 pm | Source: CNBC-TV18
The government's decision to amend the Mauritius tax treaty has come under fire from some foreign investors (FPIs) such as Singapore-based Samir Arora.
11 May 2016, 11.28 am | Source: CNBC-TV18
The amendment made the government to tweak its tax treaty with Mauritius may be well-intentioned but it could hamper foreign investors' access to the Indian markets, says Arvind Sanger of New York-based Geosphere Capital.
11 May 2016, 8.45 am | Source: CNBC-TV18
The revised target price is due to marginal positive impact on earnings in 2016 with less-aggressive USD strength in the near term compared to our previous forecasts, says Jonathan Garner of Morgan Stanley.
10 May 2016, 9.15 am | Source: CNBC-TV18
India will outperform other emerging markets purely on back of good pick up seen in earnings this quarter, said Hartmut Issel, Head Equity & Credit APAC, CIO WM, UBS.
09 May 2016, 8.58 am | Source: CNBC-TV18
We agree that the medium-to-longer term outlook is starting to favour emerging markets over next 1 year but see considerable tactical risk to the emerging markets versus developed markets trade, says Caesar Maasry of Goldman Sachs...
09 May 2016, 8.49 am | Source: CNBC-TV18
CLSA is less bullish on equities despite slowing pace of earnings downgrades, as it feels valuations are still expensive at 17 times expected earnings for FY17.
06 May 2016, 9.28 am | Source: Moneycontrol.com
Even as markets continue to grapple with the question when and whether a second US Federal Reserve rate hike is coming through, David Mann of Standard Chartered has taken a stand: no rate hike.
06 May 2016, 8.58 am | Source: CNBC-TV18